Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,222 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
23,633
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
23,632
shares
|
$1.9 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
23,616
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
23,531
shares
|
$1.89 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
23,525
shares
|
$1.89 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,448
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2022
Reduced 75.76%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,387
shares
|
$1.88 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
23,384
shares
|
$1.88 Million
0.76% of portfolio
|
Q4 2024
Added 300.75%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,359
shares
|
$1.88 Million
0.57% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
23,237
shares
|
$1.87 Million
1.16% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
23,226
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Added 10457.27%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
23,148
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
23,074
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
23,055
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,017
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
22,989
shares
|
$1.85 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,971
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
22,923
shares
|
$1.84 Million
1.38% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,833
shares
|
$1.84 Million
0.18% of portfolio
|
Q4 2022
Added 39.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
22,816
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
22,624
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2023
Added 5.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
22,516
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,500
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
22,396
shares
|
$1.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,133
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.39%
|